UNITED WAY OF THE PIEDMONT INC

EIN: 570314377 501(c)(3)

SPARTANBURG, SC

Total Revenue
$5,403,229
Total Expenses
$5,501,202
Total Assets
$3,523,234
Net Assets
$1,964,543
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Financial Trends

Organization Details

Formation Year
1936
Legal Domicile
SC
Principal Officer
PAIGE STEPHENSON
Phone
8645827556
Tax Period
2024-04-01 to 2025-03-31

UNITED WAY OF THE PIEDMONT INC, founded in 1936, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2024.

Mission

TOGETHER WE ARE STRENGTHENING EDUCATIONAL OPPORTUNITY, ECONOMIC MOBILITY, AND ACCESS TO HEALTHCARE FOR FAMILIES ACROSS SPARTANBURG, CHEROKEE, AND UNION COUNTIES IN SOUTH CAROLINA.

Program Service Accomplishments

Program 1
Expenses: $3,103,659 Revenue: $50,378

COMMUNITY ENGAGEMENT/EDUCATION - 1) UNITED WAY SEEKS TO ENGAGE COMMUNITY CITIZENS IN GIVING, ADVOCACY, AND VOLUNTEERISM. WE EDUCATE OUR CITIZENS ABOUT SOCIAL AND ECONOMIC CONCERNS THAT FACE OUR...

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COMMUNITY ENGAGEMENT/EDUCATION - 1) UNITED WAY SEEKS TO ENGAGE COMMUNITY CITIZENS IN GIVING, ADVOCACY, AND VOLUNTEERISM. WE EDUCATE OUR CITIZENS ABOUT SOCIAL AND ECONOMIC CONCERNS THAT FACE OUR REGION AND THEN CHANNEL THEIR INTEREST INTO THE APPROPRIATE VENUE. MUCH OF OUR ADVOCACY IS ROOTED IN OUR PARTNERSHIPS WITH UNITED FOR ALICE, SC211, PHILANTHROPIC AND COMMUNITY PARTNERS, AND STRATEGIC SPARTANBURG. 2) OUR VOLUNTEER SERVICE COORDINATION CONNECTS INDIVIDUALS AND CORPORATE PARTNERS WITH OPPORTUNITIES TO GIVE BACK THROUGHOUT THE YEAR WITH TARGETED FOCUS FOR MLK DAY OF SERVICE AND DURING TAX SEASON. IN FY 2024-2025, WE COORDINATED APPROXIMATELY 35,200 HOURS OF SERVICE. OUR VOLUNTEER INCOME TAX ASSISTANCE INITIATIVE PREPARED TAX RETURNS FREE OF CHARGE FOR NEARLY 2,550 AREA FAMILIES, RETURNING MORE THAN 2.5 MILLION IN REFUNDS AND 895,000 IN CREDITS TO OUR COMMUNITY, AS WELL AS SAVING OVER 510,000 IN FILING FEES. 3) UNITED WAY LEADS THE BEHAVIORAL HEALTH TASK FORCE, WHICH INVOLVES NUMEROUS COMMUNITY LEADERS WHOSE FOCUS IS ON INCREASING THE NUMBER OF INDIVIDUALS IN OUR COMMUNITY WHO HAVE ACCESS TO NEEDED BEHAVIORAL HEALTH SERVICES, INVESTING FUNDS AND STAFF TIME TOWARD THIS EFFORT. 4) UNITED WAY LEADS AN ECONOMIC MOBILITY INITIATIVE INVOLVING NUMEROUS COMMUNITY LEADERS TO BETTER ADDRESS ISSUES RELATED TO POVERTY. AREAS OF FOCUS INCLUDE TRANSPORTATION; JOB TRAINING AND EMPLOYMENT; CRIMINAL BACKGROUND CHECKS AND DRUG SCREENINGS FOR EMPLOYMENT; AFFORDABLE, QUALITY SECOND AND THIRD SHIFT CHILDCARE; PERSONAL MOTIVATION AND ACCOUNTABILITY; FINANCIAL LITERACY; AND SAFE, AFFORDABLE HOUSING. THE BOLD GOAL IS TO DECREASE THE NUMBER OF INDIVIDUALS BELOW SELF-SUFFICIENCY BY 10% IN 10 YEARS. 5) UNITED WAY OF THE PIEDMONT MANAGES TWO NONPROFIT PARTNERSHIP CENTERS IN CHEROKEE AND UNION COUNTIES. THIS EFFORT GIVES LOCAL AGENCIES THAT ARE ANCHORED IN SPARTANBURG COUNTY, BUT SERVE THE TWO OUTLYING COUNTIES, THE OPPORTUNITY TO HAVE A PHYSICAL PRESENCE AND PROVIDE SERVICES TO THE RESIDENTS OF THESE TWO COUNTIES. 6) UNITED WAY'S 2-1-1 HELPLINE PROVIDES INFORMATION AND REFERRALS TO INDIVIDUALS IN NEED. ANNUALLY, UNITED WAY PROVIDED 25,170 REFERRALS TO COMMUNITY ORGANIZATIONS.

Program 2
Expenses: $1,596,632 Revenue: $112,353

COMMUNITY INVESTMENT - UNITED WAY INVESTS OUR FINANCIAL RESOURCES IN CRITICAL PROGRAMS AND SERVICES THROUGHOUT OUR THREE-COUNTY REGION THROUGH THE COMMUNITY INVESTMENT PROCESS. VOLUNTEERS...

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COMMUNITY INVESTMENT - UNITED WAY INVESTS OUR FINANCIAL RESOURCES IN CRITICAL PROGRAMS AND SERVICES THROUGHOUT OUR THREE-COUNTY REGION THROUGH THE COMMUNITY INVESTMENT PROCESS. VOLUNTEERS REPRESENTING UNITED WAY'S DONOR BASE REVIEW AGENCY PROGRAM APPLICATIONS AND RECOMMEND FUNDING LEVELS TO THE BOARD OF DIRECTORS IN THE AREAS OF EDUCATION, ECONOMIC MOBILITY, AND HEALTH. WE INVESTED APPROXIMATELY 1.4 MILLION IN 44 AGENCIES AND ABOUT 69 PROGRAMS IN THE INVESTMENT PROCESS. IN ADDITION, DURING THE PERIOD ENDING MARCH 31, 2025, UNITED WAY COORDINATED APPROXIMATELY 140,000 IN FUNDS DESIGNATED TO SPECIFIC AGENCIES BY OUR DONORS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,195,109
Program Service Revenue $162,731
Investment Income $45,053
Other Revenue $336
TOTAL REVENUE $5,403,229

Expense Breakdown

Grants Paid $2,609,612
Salaries & Benefits $1,846,091
Fundraising Expenses $258,232
Program Expenses $4,700,291
Other Expenses $1,045,499
TOTAL EXPENSES $5,501,202

Year-over-Year Comparison

2024 2023 Change
Revenue $5,403,229 $5,293,207 +0.0%
Expenses $5,501,202 $5,128,660 +0.1%
Net Income $-97,973 $164,547 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
30
Independent Members
30
Employees
41
Volunteers
630

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$304,629
Total Directors
31
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAIGE STEPHENSON PRESIDENT/CE 40.00
Officer
$166,518 $10,441 $176,959
CHRIS NEELY VP FINANCE & 40.00
Officer
$117,890 $9,780 $127,670
MITCH KENNEDY CHAIR 1.00
Officer Director
$0 $0 $0
EARL ALEXANDER SEC/TREAS TI 1.00
Officer Director
$0 $0 $0
JENNIFER CASH SEC/TREAS FR 1.00
Officer Director
$0 $0 $0
TONY ACEVEDO DIRECTOR 1.00
Director
$0 $0 $0
LAURA BARBAS-RHODEN DIRECTOR 1.00
Director
$0 $0 $0
DENISE BEERS-KIEPPER DIRECTOR 1.00
Director
$0 $0 $0
DONDA BISHOP DIRECTOR 1.00
Director
$0 $0 $0
REED BROWN DIRECTOR 1.00
Director
$0 $0 $0
NICOLE CALDWELL DIRECTOR 1.00
Director
$0 $0 $0
MARQUICE CLARK DIRECTOR 1.00
Director
$0 $0 $0
PARKES COGGINS DIRECTOR 1.00
Director
$0 $0 $0
KURT DALLAS DIRECTOR 1.00
Director
$0 $0 $0
BRIAN EARNEST DIRECTOR 1.00
Director
$0 $0 $0
SHAUNTE EVANS DIRECTOR 1.00
Director
$0 $0 $0
SKY FOSTER DIRECTOR 1.00
Director
$0 $0 $0
JOEY FOWLER DIRECTOR 1.00
Director
$0 $0 $0
JULIE FOWLER DIRECTOR 1.00
Director
$0 $0 $0
GREYSON FURNAS DIRECTOR 1.00
Director
$0 $0 $0
DANA GOTTMAN DIRECTOR 1.00
Director
$0 $0 $0
ANGELA HALSTEAD DIRECTOR 1.00
Director
$0 $0 $0
BENNIE HARRIS DIRECTOR 1.00
Director
$0 $0 $0
KATIE HENDERSON DIRECTOR 1.00
Director
$0 $0 $0
SARAH KEIM STALLARD DIRECTOR 1.00
Director
$0 $0 $0
KATE KONOPASEK DIRECTOR 1.00
Director
$0 $0 $0
BETH LANCASTER DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL LANGLEY DIRECTOR 1.00
Director
$0 $0 $0
ANDREA MOORE DIRECTOR 1.00
Director
$0 $0 $0
GIA QUINONES DIRECTOR 1.00
Director
$0 $0 $0
CHRIS SANTORO DIRECTOR 1.00
Director
$0 $0 $0
JOSH THOMPSON DIRECTOR 1.00
Director
$0 $0 $0
TIMIKA WILSON DIRECTOR 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $5,403,229 $5,501,202 $3,523,234 $-97,973
2024 $5,293,207 $5,128,660 $3,279,597 $164,547
2023 $13,287,779 $13,953,442 $3,314,453 $-665,663
2022 $17,201,832 $17,149,511 $4,052,920 $52,321
2021 $15,798,807 $16,010,272 $4,093,923 $-211,465
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